WFG Operations Systems Subject Matter Expert
Serves as department subject matter expert for WFG Operations systems. (Coding, Licensing, Points) Conducts in-depth system testing and works with IT on defining requirements for implementation and improvement initiatives. Provides system training to employees.
Responsibilities
Support WFG Operations areas with data needs by creating queries and reports to meet the requirements provided.
Identify root cause of issues and determine when/if IT tickets should be submitted.
Conduct quality assurance on IT initiatives as related to of WFG Operations systems (Coding, Licensing, Points) projects and tickets.
Write IT requests providing detailed information regarding the business need and any impacts the project will have to the business i.e. financial or customer service.
Monitor WFG Operations (Coding, Licensing, Points) webpages and ensure that they are updated with any changes to policies or to reflect process updates.
Submit updates for WFG Operations (Coding, Licensing, Points) forms to be reviewed, updated, and posted appropriately.
Effectively communicate project statuses with IT and appropriate stakeholders.
Qualifications
Associate's degree in a business-related field or equivalent experience
Up to two years of experience with analysis and using data management tools
Technical knowledge with analytical and problem-solving ability
Verbal and written communication skills
Able to successfully manage multiple assignments under pressure of deadlines
Sound decision-making, problem solving and organizational skills
Ability to work in both a team environment and individually
Proficiency /Advanced Excel skills
Preferred Qualifications
One year of experience with WFG systems or related system QA/testing
Knowledge of SQL and basic database queries
Working Conditions
Office environment
Occasional travel <10%
Travel for internal meetings as needed
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
Compensation
The Salary for this position generally ranges between $58,000 - $70,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
This is a hybrid position requiring three days in office per week in one of our hub locations (Philadelphia, PA; Cedar Rapids, IA; Denver, CO). Relocation assistance will not be provided for this position.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
- Competitive Pay
- Bonus for Eligible Employees
Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica's Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. ?
* As of December 31, 2023